The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz

Financial technology is going through a new wave of change, with artificial intelligence – or AI – taking the world by storm. But the wealth tech space is already incredibly complex, with literally hundreds of tech providers battling for market share across the advisor workflow. So, what does Ezra Group, a prominent WealthTech consultant, have to say about this? How can we get ahead of this change? We're delighted to be joined by Craig Iskowitz, Founder of Ezra Group. Together, we’ll dig into his latest technology predictions, covering AI, integration opportunities, fractional outsourcing, and more. A key takeaway: "Meet once a year with your team and talk about your technology." Hosted by Simplecast, an AdsWizz company. See for information about our collection and use of personal data for advertising.

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The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz is an episode from Simple, but Not Easy by Morningstar.

This episode is 00:32:30 long.

This episode was published on Jul 11, 2023.

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